See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,617 | $149,679-50.1% | $117,039-36.2% | $147,584-49.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 79.09% | 19.31%+59.8pp | 18.95%+60.1pp | 578.55%-499.5pp |
| Employer contribution / active EE | $16,879 | $4,937+241.9% | $3,785+346.0% | $4,876+246.1% |
| Participant deferral / active EE | $41,376 | $4,912+742.4% | $3,929+953.0% | $5,439+660.8% |
| Admin fee / account holder | $4,190 | $7,856-46.7% | $5,974-29.9% | $10,885-61.5% |